Compare Companies
| Field | 🇯🇵 ispace IncTokyo Stock Exchange Growth Market: 9348 | 🇺🇸 Intuitive MachinesNASDAQ: LUNR | 🇺🇸 Firefly AerospaceNASDAQ: FLY | 🇯🇵 AstroscaleTokyo Stock Exchange Growth Market: 186A |
|---|---|---|---|---|
| Type | public | public | public | public |
| Country | 🇯🇵 Japan | 🇺🇸 United States | 🇺🇸 United States | 🇯🇵 Japan |
| Founded | 2010 | 2013 | 2017 | 2013 |
| CEO | Takeshi Hakamada | Steve Altemus | Jason Kim | Mitsunobu "Nobu" Okada |
| Mkt Cap / Valuation | ~¥62B (~$400M) | ~$5.1B | ~$5.2B | ~¥120B (~$770M) |
| Employees | ~280 | ~525 (pre-Lanteris) | ~1,200 (post-IPO + SciTec acquisition) | ~480 |
| Sector | Lunar Landers | Lunar Landing & Space Services | Launch & Lunar Services | Orbital Debris Removal |
| Last raise / Last filing | — | 10-K filed | 10-K filed | — |
| Top risks | Two consecutive landing failures (Mission 1 in 2023, Mission 2 in 2025) — third failure could trigger existential customer flight; Cash runway — pre-revenue company spending ~¥10B+ per year; further dilutive raises likely before Mission 3 revenue | Mission execution: both IM-1 and IM-2 experienced landing anomalies (partial tip-over); a third landing failure would seriously impair CLPS task order confidence and competitive positioning.; Revenue declined 7.9% in FY2025 ($210M from $228M in FY2024) due to mission timing and CLPS revenue recognition patterns — demonstrating the lumpiness of mission-based revenue. | Public market scrutiny: FLY stock down from $60 IPO pop to ~$32 by May 2026 — execution risk elevated; Alpha launch cadence constrained by Vandenberg and Cape Canaveral scheduling | Cash burn — operating losses persist through demonstration phase; secondary equity raises dilute existing shareholders; Mission failure — ADRAS-J2 capture or ELSA-M deorbit demonstrations carry single-point technical risk |
| Next catalyst | Mission 3 (ULTRA lander) launch on NASA CLPS Draper-led mission (2027) | IM-3 lunar mission launch (2026-Q3) | Blue Ghost Mission 2 — far-side Moon delivery with ESA Lunar Pathfinder relay (2026 Q3–Q4) | ELSA-M maiden launch and first commercial deorbit demonstration (2026 H2) |
Maximum 4 companies. Pass slugs in the ids query parameter, comma-separated. Try SpaceX vs Blue Origin vs Rocket Lab vs Firefly.